We have been working with energy efficiency space for several years now and we have seen a lot of activity in behavior modification, energy efficiency services, and smart thermostats. We have also seen Google make several investments in breaking open the data of what happens beyond the meter, you homes like yours. Buying Nest for $3.2 Billion is a huge statement for two reasons. One Google will be able to provide an unparalleled view into users on and offline behavior. Secondly they just brought Tony Faddell, the Pod-father, on to run a Google hardware group.
I am unsure how this will effect (if at all) the Motorola Mobility unit Google acquired last Summer, but my guess is that it will be minimal. Organizationally their may be just too much baggage.